Institutional Ownership Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV). We have compiled data on the 928 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,337
shares
|
$875,019
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,330
shares
|
$872,398
0.25% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
2,324
shares
|
$870,152
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$869,403
0.02% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,310
shares
|
$864,910
0.04% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,305
shares
|
$863,038
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,282
shares
|
$854,426
0.02% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,277
shares
|
$852,554
0.01% of portfolio
|
Q2 2025
Added 64.88%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,262
shares
|
$846,938
0.14% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
2,260
shares
|
$846,189
0.54% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,258
shares
|
$845,440
0.01% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
2,246
shares
|
$840,947
0.14% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,210
shares
|
$827,468
0.03% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,194
shares
|
$821,477
0.08% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,181
shares
|
$816,610
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,154
shares
|
$806,500
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
2,135
shares
|
$799,386
0.37% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,116
shares
|
$792,272
0.03% of portfolio
|
Q1 2025
Reduced 41.16%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
2,102
shares
|
$787,030
0.47% of portfolio
|
Q4 2022
Reduced 4.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,097
shares
|
$785,158
0.02% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,085
shares
|
$780,665
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
2,065
shares
|
$773,177
0.23% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,052
shares
|
$768,309
0.35% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,040
shares
|
$763,816
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,020
shares
|
$756,328
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|